Course Outline
1 - Create emails in Dynamics 365 Customer Insights - Journeys
- Manage assets
- Create marketing emails
- Personalize content
- Use brand profiles
- Use Copilot to generate email content ideas
- Style emails with AI-assisted themes
- Create content blocks
- Preview and test emails
- Check your message for errors and publish
- Send emails without building a journey
- Edit a live email
- Prevent sending emails to duplicated email addresses
2 - Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
- Create text messages
- Create push notifications
3 - Create forms in Dynamics 365 Customer Insights - Journeys
- Create and manage forms
- Edit and publish forms
4 - Manage consent in Dynamics 365 Customer Insights - Journeys
- Manage consent for email and text messages
- View and manage consent records
5 - Manage consent for email and text messages View and manage consent records
- Create and manage segments
- Work with triggers
- Create a journey
- Add messages to the journey
- Add activities to the journey
- Add other elements to the journey
- Publish journeys
6 - Manage leads and scoring in Customer Insights - Journeys
- Generate leads
- Create sales activities from lead signals
- Create scoring models
7 - Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys
- Collaborate using built-in Microsoft Teams chat
- Create Dataverse triggers
- Create custom triggers
- Trigger an action outside a journey
- Move custom triggers between environments
8 - Get started with Dynamics 365 Customer Insights - Data
- Dynamics 365 Customer Insights - Data
- Customer Insights architecture
- Work with demo data
- Get started
- Consume Customer Insights data
9 - Ingest data into Customer Insights - Data
- Import data sources using Power Query
- Clean, transform, and load data
- Connect to an Azure Data Lake
- Connect to a Microsoft Dataverse
- Work with data sets
- Refresh data sources
10 - Create a unified customer profile in Dynamics 365 Customer Insights - Data
- Define source columns
- Define duplicate record settings
- Define matching rules
- Create a unified customer profil
11 - Work with Dynamics 365 Customer Insights - Data
- Configure searching and filtering indexes
- Define activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Customer Insights - Data for a complete solution
12 - Enrich data and predictions with Customer Insights - Data
- Enrich data
- Brand and interest enrichment
- Use enrichment services
- Work with predictions
- Predict subscription churn
- Use machine-learning models
13 - Manage external connections with Customer Insights - Data
- Export Customer Insights data
- Display customer data in Dynamics 365 applications
- Use Customer Insights - Data with Microsoft Power Platform
- Use Customer Insights - Data with Azure Synapse
- Use Customer Insights APIs
14 - Configure and administer Customer Insights - Data
- Create and set up environments
- System process status
- Schedule system refreshes
- Set up user permissions
Target Audience